AA Financial Advisors
PLTR icon

AA Financial Advisors’s Palantir PLTR Stock Holding History

AA Financial Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$381K Buy
2,037
+17
+0.8% +$2.71K 0.05% 182
2026
Q2 		$236K Buy
2,020
+20
+1% +$2.73K 0.03% 213
2026
Q1 		$293K Sell
2,000
-10
-0.5% -$1.53K 0.04% 183
2025
Q4 		$357K Buy
+2,010
New +$364K 0.07% 152

Other funds holding PLTR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

AA Financial Advisors's PLTR Position: Q3 2026 in Review

AA Financial Advisors increased its Palantir (PLTR) stake by 0.84% in Q3 2026, buying an estimated $2.71K and bringing the position to 2,037 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #182.

AA Financial Advisors first reported a position in PLTR in Q4 2025 and has held it in 4 quarters since. 2,713 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • AA Financial Advisors held 2,037 shares of Palantir worth $381K as of Q3 2026.
  • AA Financial Advisors bought 17 Palantir shares in Q3 2026, an estimated $2.71K.
  • Palantir made up 0.05% of AA Financial Advisors's portfolio in Q3 2026, its #182 holding.
  • AA Financial Advisors first reported a position in Palantir in Q4 2025 and has held it in 4 quarters since.
  • 2,713 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.